Debra Garcia California Estate Planning Attorney

California Estate Planning Services

If you're looking for support in using the law to protect you and your loved ones, and to stay out of court and out of conflict, then you've come to the right place. I'm Debra Garcia, California Estate Planning attorney and counselor-at-law based in the San Francisco Bay Area. I serve individuals, couples, families, and small business owners across California.

Schedule a complimentary phone consultation or call me directly at (510) 495-0445. I look forward to connecting with you.


California Estate Planning

California Estate Planning is a process to help you ensure that your wishes are carried out after your death, and also during life in the event you become temporarily or permanently incapacitated. The right planning can also minimize taxes, legal fees, court costs, and lengthy and complicated court procedures that can keep your loved ones (and your assets) tied up in probate court for a very long time.

The best way to protect yourself and your loved ones, and to ensure that your wishes are carried out, is to create a plan while you are able. A well-designed and well-thought-out plan will keep you and your loved ones out of court and out of conflict.

If you don’t have a plan in place, the State of California will impose its plan on you, and it's most likely not what you would choose for yourself.

Parts of a basic California Estate Plan can include: 

  • a Will (aka Last Will and Testament), 
  • a Trust (often called a Living Trust or a Revocable Living Trust (RLT)), 
  • a Durable Power of Attorney (for your finances),
  • an Advance Health Care Directive (this is the California directive that now combines a Living Will and a Durable Power of Attorney for Health Care),
  • Guardianships and conservatorships can also be addressed in your plan.

But a well-thought-out and prepared plan is more than just a set of documents. You want a plan that will work when you need it to and takes into consideration the inevitable changes in your life and changes in the law.

Visit my California Estate Planning page to learn more.

Life and Legacy Planning

The term “Estate Planning” can be misleading. Some people don’t think they have an "estate" that's worth the trouble of planning for. Or they think it’s only for "old" people, or "rich" people, or dying people, or just for someone else. I prefer to think of this area as “Life and Legacy Planning.” 

Life and Legacy Planning is the way to ensure that your wishes are carried out for yourself and your family and loved ones. If you’re a parent, you absolutely need to have a legal plan in place so that your wishes are carried out for your children.

(BTW Every person has an "estate," some are just larger than or different than others. And everyone 18 years of age and older needs to have a plan in place.)

If you choose to work with me to develop your estate plan, we will meet for an in-depth Life and Legacy Planning Session; this will enable me to know what you want to achieve and also to educate and empower you to make the best decisions for yourself and your loved ones.

Learn more about the Life and Legacy Planning Session here or schedule a phone consultation to discuss California Estate Planning.

Creating an estate plan

Business Legal Services

If you're a solopreneur or small business owner, I’m guessing you’d rather focus on bringing your gifts, your talents, and your work into the world, and would rather not have to bother with all the legal, financial, and tax details of running a successful business. And you may not even know what all the details are! That’s where I can help.

I serve entrepreneurs across California (including life coaches, hypnotherapists, change-makers, speakers, healers, artists, webmasters, online business owners, etc.) who are working to make a positive difference in the world and in their own lives.

I support small business owners in setting up the necessary legal, financial, and tax systems and structures to protect and grow their businesses. Once you have a solid foundation in place, the majority of your time can be spent on carrying out your mission instead of getting bogged down by administrative details and paperwork.

Visit my Business Legal Services page for more info.

Open sign for small business

Book Your Appointment Today

To better serve you, all consultations are by appointment only. Book a complimentary consultation call or call me directly at (510) 495-0445 to schedule an appointment.


DISCLAIMER: Please note that the use of this website does not create an attorney-client relationship. Please read the Full Disclaimer for this website.